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Cindy Moe

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  1. Assign a Task to a client

    17 votes
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    0 comments  ·  Redtail CRM » Activities  ·  Admin →
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    Cindy Moe supported this idea  · 

  2. RMD Value & Information section

    1,924 votes
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    94 comments  ·  Redtail CRM » Accounts  ·  Admin →
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    Cindy Moe commented  · 

    Now that Redtail Tailwag has the ability to run an RMD report, a way to create a global task for those clients needs to be available. Information can be recorded for the current year RMD, and when completed it will become a Note for easy reference. The task could be on a recurring basis so that only RMD tasks for new clients would need to be added each year.

    Cindy Moe supported this idea  · 

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